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BOND vs MEAR

PIMCO Active Bond Exchange-Traded Fund vs iShares Short Maturity Municipal Bond Active ETF

BOND

PIMCO Active Bond Exchange-Traded Fund

Annual cost

0.54%

Fund size

$7.9B

MEAR

iShares Short Maturity Municipal Bond Active ETF

Annual cost

0.26%

Fund size

$1.3B

Key differences

  • MEAR costs 0.28% less per year.
  • BOND is significantly larger than MEAR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BOND has delivered higher annualized returns.

Side-by-side comparison

BONDMEAR
Annual cost (TER)0.54%0.26%
Fund size (AUM)$7.9B$1.3B
Since20122015
Dividend yield5.17%2.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.2%+3.3%
CAGR 3Y+5.2%+3.6%
CAGR 5Y+0.6%+2.4%
Sharpe 3Y0.320.05
Volatility 1Y3.99%0.86%
Max drawdown-19.71%-2.68%

Similar to BOND and MEAR